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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4476	FTA Financial & Tax Architects St Louis, Missouri	$14M	-$104K	6	2.96%	Reduced
4477	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$14M	-$701K	19	9.46%	Reduced
4478	VST Van Strum & Towne San Francisco, California	$14M	-$5.85K	8	3.82%	Reduced
4479	PWP Pursue Wealth Partners Clayton, California	$14M	-$3.58M	7	7.85%	Reduced
4480	PFG Putney Financial Group San Rafael, California	$14M	+$578K	7	12.61%	Increased
4481	ODFS O'Donnell Financial Services San Rafael, California	$14M	-$310K	6	4.12%	Reduced
4482	CM Capital Management Glen Allen, Virginia	$14M	-$8.97M	1	2.1%	Reduced
4483	MVA Mount Vernon Associates Baltimore, Maryland	$14M	-$1.71M	5	9.11%	Reduced
4484	FAP Financial Advisory Partners Winter Park, Florida	$14M	-$128K	4	3.65%	Reduced
4485	IPAM Investment Partners Asset Management Metuchen, New Jersey	$14M	-$1.07M	9	7.76%	Reduced
4486	PCS Private Client Services Louisville, Kentucky	$13.9M	+$1.35M	13	3.66%	Increased
4487	PNC Point Nemo Capital Dripping Springs, Texas	$13.9M	+$279K	10	7.06%	Increased
4488	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$13.9M	-$177K	18	2.74%	Reduced
4489	HCA Hyperion Capital Advisors New York	$13.9M	$0	3	6.27%	Maintained
4490	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$13.9M	+$442K	13	8.61%	Increased
4491	EP Essential Partners Rancho Santa Fe, California	$13.9M	-$16.7M	85	6.41%	Reduced
4492	EWM Elmwood Wealth Management Berkeley, California	$13.9M	+$1.51M	12	3.48%	Increased
4493	JHC J. Hagan Capital Louisville, Kentucky	$13.9M	+$775K	6	6.44%	Increased
4494	FFG Frisch Financial Group Melville, New York	$13.9M	+$761K	10	2.38%	Increased
4495	ECM Elgethun Capital Management Sioux Falls, South Dakota	$13.9M	+$887K	11	1.93%	Increased
4496	LCM Lattice Capital Management Kirkland, Washington	$13.9M	-$3.91M	2	28%	Reduced
4497	BCP Bluegrass Capital Partners Palm Beach, Florida	$13.8M	+$11.8M	1	9%	New
4498	GFG Genesis Financial Group Paramus, New Jersey	$13.8M	-$316K	5	9%	Reduced
4499	GA GoalVest Advisory New York	$13.8M	-$3.04M	32	2.56%	Reduced
4500	FC Financial Consulate Hunt Valley, Maryland	$13.8M	+$204K	52	1.54%	Increased